Create Screening Request (Credit, Criminal & Eviction)
Create New Screening Request
Note: There are two ways to create a Screening Request. You can create one through
Applications, and also through Screening. If you are configured for screening, these both
function identically.
Select Leasing>Applications on the left sidebar
Click on the Request New Screening+ button
Select property and unit and enter applicant information. You can enter up to
four applicants, each one will receive their own application to complete at the
emails you enter.
- Note: If the selected property is configured for Resident Screening, you will be
prompted to select who will pay for the screening reports, either the renter, or
you, the property manager. You set defaults for who will pay in Screening Settings
- Enter Send Application Request. The applicant will receive an email and text
(if cell phone entered) to complete the application
You can now view the sent application with the status under
Applications
Applicant receives an email invitation
Applicant completes application
Applicant Agrees to Terms & Screening
Applicant verifies identity
Applicant pays for screening (this was who was selected to pay in this example)
- Applicant is Done
Property manager is notified by email that the application is complete and can
view screening results
Click View Results to view completed application and screening reports
Click the Print Icon next to Screening Complete to view the Completed Application
View Screening Reports by clicking red links
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